Customer Journey
Technology that supports Marketing, Prospecting, Sales, Policies, and Renewals.
Ernie is the Founder, Chairman & CEO of ACD, a claims technology & services organization that connects a fragmented industry into one unified solution. He is a Six Sigma Black Belt who leverages over 24 years of insurance experience having work for some of the top insurers in the
Agency Computer Systems, Inc. is an independent software vendor providing innovative software solutions for independent insurance agencies and insurance carriers. Founded in 1979, ACS is a leading provider of comparative rating and agency management software. Our flagship produc
145,000+ businesses use ActiveCampaign to win customers’ hearts and minds Our customers come in every shape and size. Small, medium and enterprise. In every industry. B2C and B2B. 145K+ businesses in 170 countries. They’re winning because they use ActiveCampaign to deepen relatio
Advisen is the foremost provider of data, media and technology solutions for the commercial property and casualty insurance market. In 2020, Advisen was acquired by Zywave, a leading insurance tech provider powering growth for its partners. Advisen is the foremost provider of dat
If it’s important to your business, we’re blogging about it. Build your book, brand, and authority online with Advisor Evolved Insurance Agency Websites. Clean, modern, conversion focused agency websites Better Agency — This Insurance Automation Platform Is The Real Deal
As CEO, Laird Rixford is responsible for providing strategic direction and leadership for the company. Rixford has a proven executive management track record and has more than 20 years of experience in entrepreneurship and insurance technology. Our goal is to help you reach your
We're proud to deliver the insurance industry’s leading marketing automation solution. We also enable agents to grow their business by providing professional, beautifully-designed websites, next-level marketing tools and high-quality relevant insurance content. We're not just a c
AgencyZoom is a sales enablement and automation platform used by thousands of insurance agencies to more efficiently and proactively manage leads, onboard new clients, retain clients, cross-sell, service and gain insight through data to drive growth. What does AgencyZoom do? -
The way to a smarter, better performing agency. Agentero integrates with your current technology to modernize your operations and position you for growth. It’s a singular solution that puts you in control.
To thrive now and in the future, businesses must accept that the digital age of insurance is here and decisively move to becoming a digital agency. View the infographic now to learn more about the core characteristics of a Digital Agency and how your business can benefit from bec
DONNA is an Artificial Intelligence and Data Analytics Platform for Independent Agencies. Our mission is to enable independent agencies to leverage vast data sets that they already own in order to deliver a superior customer experience to their policyholders. DONNA is an example
AVYST was started by industry veterans who were determined to solve the challenges caused by overwhelming, inefficient insurance processes. We were determined to find a solution that eliminated cumbersome manuals, visits to multiple websites and paper-based sales steps to improve
Finally, You Can Manage Your Insurance Agency & Automate Sales With Just One System! A sales driven AMS and a powerful CRM all in one tool! Use your policy downloads to automate the entire customer lifecycle — sales, service, renewals and claims.
Mobile app to create & manage customers, reviews, and reports in real time. Monitor reviews from 180+ sites and update business listings across 50+ sites. API integration with Google to manage reviews directly and improve business profile rank. Build and launch reviews, customer
luefin was founded on the core belief that a brand’s value is ultimately tied to its ability to deliver a secure, yet frictionless, customer experience. And while many security companies have focused on preventing access, we nurture the modern economy by tokenizing and encrypting
Bold Penguin is the insurtech innovator based in Columbus, Ohio that rapidly increases speed-to-bind for commercial insurance. In 2016, we launched a highly efficient exchange that enhances the connections between businesses, agents, and carriers—reducing friction in the buying p
We’re one of the leading insurance website design and digital marketing providers in the United States. We’re committed to providing your agency with customer service you’ll love and solutions that deliver results. At BrightFire, you will find a passionate team of insurance digit
Broker Buddha uses online smart forms to speed applications and renewals, making agencies more profitable while enhancing the customer experience.We are a purpose-driven company guided by a clear mission, an inspirational vision, and core set of values. We believe in open platf
The only way to dynamically share and track insurance coverage information. Certificial is transforming the insurance verification process by moving away from point-in-time documents to using real-time data to ensure continuous, compliant coverage.
RightSignature helps professionals, small businesses, and enterprises around the world to get documents signed with secure, legally binding e-signatures. RightSignature was founded by Daryl Bernstein, Cary Dunn, and Jonathan Siegel, with a mission to change the way the world does
Accelerate productivity with automated workflows you customize and control. Give real-time feedback, request approvals, co-edit—even get legally binding e-signatures seamlessly—on any device. Plus, with real-time tracking, you always know exactly where things stand
ClarionDoor set out on a mission to develop modern, cost-effective insurance solutions that would not only solve current problems, but position insurance companies for the future. With roots in insurance technology and automation, we not only have a good understanding of insuranc
Cole Information is a market leader in local marketing solutions for small to medium sized businesses. Our data technology and integration partnerships are invaluable tools for business owners, marketers, lead publishers, lead generators and lead optimizers across the United Stat
Confluency Solutions has been providing independent insurance agents with websites, SEO, social media marketing and other digital marketing solutions for over a decade. The company was formed by former insurance agency and company veterans who saw the need insurance agencies had
A SaaS insurtech platform enabling property and casualty agents, life & annuity brokers, financial advisors and RIAs to deliver instant and accelerated consumer term life insurance.
At Coupa, we are transforming the way that businesses manage their spend. In partnership with the Business Spend Management (BSM) Community, we are co-creating new and unique capabilities that empower our customers, partners, and suppliers with increased visibility, actionable in
CoverWallet makes it easy for businesses to understand, buy and manage insurance. All online, in minutes. We know that businesses have a lot on their plates, and we make it simple, convenient, and fast for you to get the coverage you need at the right price so that you can get b
Since its inception in 2003, DocuSign has been on a mission to accelerate business and simplify life for companies and people around the world. We pioneered the development of e-signature technology, and today DocuSign helps organizations connect and automate how they prepare, s
Work from Anywhere DYL Office View is a real-time switchboard that increases visibility on all active calls within your organization. This browser based-software works in tandem with desktop phones. Handle and direct calls with drag drop transfer to anyone, any destination, anywh
ePayPolicy was founded by Todd Sorrel and Milan Malkani in 2015. Todd’s experience in the insurance industry started when he founded a premium finance company in 2006. He and Milan discussed the idea of digital payment processing in the insurance industry, and both realized the n
We have developed a world class, web-based solution that allows an employer or broker to input the information into the system and create documents for download in a matter of minutes. This solution, Wrap–Tight®, compliments our consultative solutions and is targeted toward small
We are committed to transforming every facet of agency life by providing the most innovative solutions to improve how independent insurance agents work every day. We believe that with hard work and a strong commitment to our customers, results will follow. Frustrated by how long
Fenris is the brainchild of insurance industry veteran Jen Linton, who recognized that the insurance industry needed to streamline the digital quoting process while preserving underwriting integrity and accuracy. As platform players threaten to disrupt traditional insurers, Jen u
Built by brokers, Ferro provides the data endpoint that the commercial P&C industry needs. Focusing on the client, we've simplified the client-broker-insurer interaction. Whether you're a broker or insurer, Ferro provides the data you need where you need it and when you need it.
Fetch is continuously checking for and receiving data from carriers and a select agencies. Typically, carriers publish data on different frequencies, anywhere from a couple days to annually. Once an update happens, the latest data will be found in the Fetch database within just a
There's always something going on at Formstack. Check out the latest from our Instagram account! Eliminate paperwork for good by letting people review and sign documents from anywhere. Streamline tedious tasks and keep your team organized with Formstack’s suite of productivity so
The simple lead gen system that myself and other P&C agents are using to build our book of business so fast old dinosaurs of this industry can't keep up. Best of all... we don't spend a penny of our own on ads.
We aim to be the online solution where every B2B sales happens, in a natural way. We are building the go-to-platform where B2B sellers can interact with their buyers in a personal and engaging way, making business easier and faster. We believe in the importance of relationships.
Join our agent training distribution list and receive the details on how to become an elite insurance agent! Growing up in an insurance family, Ryan watched as his Dad made the jump from being a captive agent to starting his own independent agency with the help of a small loan fr
In 1984, Paul Hawkins and his 9-year-old son, Sean, began programming on a Tandy 1000 they purchased from Radio Shack. Their first programs included a check register, recipe book, and genealogy program. Paul opened his own agency in 1990 where the predecessor of the Haw
There's this notion that to grow a business, you have to be ruthless. But we know there's a better way to grow. One where what's good for the bottom line is also good for customers. We believe businesses can grow with a conscience, and succeed with a soul — and that they can do
For Agencies, iAutomate: Erlon Surety is the industry-leading solution for insurance agency surety departments. Speed surety bond processing by streamlining workflow, reduce errors and omissions, ensure consistent processes, and automate the entire surety process.
Starting as a comparative rater for Personal Lines in the Northwest, IBQ now offers a suite of products for independent agents and carriers. IBQ makes it easy for over 4000 agents to get quotes from multiple carriers all in one spot. This ease of use led to carriers asking IBQ t
Premium financing with Imperial PFS offers benefits to agencies including: immediate commission collection, superior account receivable ratios, reduced billing expenses, enhanced service for your clients, increased annual income, and much more. As a strategic premium financing p
9 years ago, we were not software developers. We were not looking to become software developers. We were insurance professionals, just like you, looking to grow our surplus lines business. We created InsCipher to address the pain points we were experiencing with surplus lines fi
Insurance Agent is a product of Blue I, LLC headquartered in Charlotte, NC, and operated by a team with traditional and start-up business-building experience. Aside from being mobile developers, we are policyholders and business people too. We listened to frustrated policyholders
24/7 Branded Agency Support Solutions Friendly voices here to assist your business. Day or night, weekdays or weekends, 365 days a year. Seamless integration of our staff into your agency operations is our primary focus. We strive to serve your clients as if they were our own. Ou
InsuredMine is a technology company. We make leveraging agency data by agency users simple, easy, convenient, and intuitive. We are a team of young and smart technologists, writers, thinkers and innovators from across the world, who share an intense passion-fueled drive to bring
In 1999, InsureZone began developing its technology platform which consists of 13 proprietary products. With our clients' insight, we have helped our users reduce their operational costs by an average of 30% while at the same time more than doubling their submissions and premium
Track your agency's success and failures so you can improve efficiency. Today’s consumers expect fast service when they request a quote, and if they don’t get it, they will promptly move onto your competition. When you use TurboRater to quote a policy, your producers an
The insurance space is dynamic and becoming increasingly competitive due to tech-driven change and customer expectations for more personalized solutions. But it would be a mistake to assume that the implications of the digital age are just intended for Personal Lines. Watch this
Kamillio is an award-winning omnichannel platform that consolidates multiple systems to decrease insurance processing time by 20%. • Proven improvement to both the customer and broker user experience • State-of-the-art online quoting process • Personal lines and Commercial produ
Our Mission To make the world a more entrepreneurial and creative place, by building software that helps small businesses grow.
Our Mission LexisNexis® Risk Solutions provides customers with solutions and decision tools that combine public and industry specific content with advanced technology and analytics to assist them in evaluating and predicting risk and enhancing operational efficiency. We use the
Lightspeed Quantum combines all the features of our phone and communication platform with sales automations to bring your business into the future. Our phone and communications platform connects your business and improves your client’s experience. Our sales automation platform an
The team at Little Dog is a group of hardworking, detail-oriented Account Groomers who bring their unique set of talents to our company to help your business thrive. Our focus is building lasting relationships with clients from across the nation, and having a deep understanding o
MediaAlpha was founded on a simple premise: Be transparent and people will reward you with their trust. We give partners an unprecedented level of insight into the consumers they want to reach. This allows them to target more effectively, invest more efficiently, and grow their b
Employers with renewal dates, brokers, carriers, decision makers and information all in one place you cannot find anywhere else. Service providers who prospect direct to an employer or through brokers use miEdge.
Mod Advisor is a Software Company that helps analyze workers’ compensation experience mod data. If you want fast, easy-to-use, design forward reporting then you are in the right place.
99.999% uptime means your business will never miss a beat. A peek inside our company, see why we're so trusted Find out how NextOS will help your business to build, learn, and grow. Connect your phone system with business apps, AI, and automation on a single platform — to run yo
Well, we were thinking – as long as we're filling you in our day-to-day activities at Now Certs, you might as well have some context to follow along with. After all, every character introduced may as well be John Doe unless you have some actual info to go
Headquartered in Columbus, Ohio, Strategic Insurance Software is the team behind the Partner Platform, the innovative web-based agency management system. Partner is more than a brand name, it is our “why” and “how” of serving independent insurance agencies. Independent insurance
PerfectQuote is Insurance CPQ to help brokers and general agents sell faster by eliminating the mind-numbing data entry required to sell and renew insurance. PerfectQuote® supports several lines of coverage, including ACA/Small group medical across all 50 states and large group m
In 2010, our co-founders set out to build a customer relationship management (CRM) tool that helps users visualize their sales processes and get more done. They knew from experience that in sales, as in life, you can’t control your results but you can control your actions. So, th
Our customers call it Google for insurance. We’re proud of what we’ve done at ProNavigator so far but even more excited about what we can do in the next few years. We’ve only scratched the surface of what’s possible and there’s still lots of room for innovation. It’s all about
QQCatalyst is an agency management system that provides operational, marketing, and sales pipeline management tools. It enables agencies to strengthen customer relationships and ensure effective business management, so they can focus on growing their book of business.
Who is QuoteWizard? We’re one of the largest insurance lead call providers in America but have an office that feels like a family business. We have relationships with all of the major insurance carriers, but pride ourselves on how well we meet the needs of individual agents. We g
The ReferMe IQ™ team came together with over 100 years of experience across multiple industries to solve the number one problem in business: How to Get Enough Customers. A lack of new clients is why 90% of businesses fail and many others struggle to grow and prosper. Unfortunatel
ReFocus AI is a data driven platform that derives insights from every interaction and helps match customers’ wants and needs with products and services at scale.
Stay relevant and increase retention, If your clients aren’t hearing from you, they’re forgetting about you. A Done-For-You client follow up service that keeps your customers engaged.
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Found Ring Central. RingCentral Office Integrated phone, video conferencing, and messaging Message Team messaging and collaboration with files, tasks, and more Video
Rocket Referrals software simply works. It’s so seamless—it becomes invisible. Every business, not just large and wealthy companies, deserves the best software and support. We create tools that make it easy for everyone to shine. Rocket Referrals was founded by brothers Torey and
We’ve built extensive functionality around our RMail, RSign, and Registered Email™ technologies, allowing our users to get even more out of their business operations. For every message sent, automatically receive robust evidentiary records for your email correspondence in the for
Sapiens International Corporation empowers insurers to succeed in an evolving industry. The company offers digital insurance software platforms, solutions and services for the property and casualty, life, pension and annuity, reinsurance, financial and compliance, workers’ compen
Are you ready for a NO-cost payment processing solution for your business? In 2006, we launched Simply Easier Payments to give insurance agencies, brokers and carriers a credit card payment processing solution that was free from the hassle and high costs of the other providers.
We believe that anyone who shares attachments (or files) for business should care about what the recipient does with those attachments. Do they look at them? Do they forward them? Does something in particular peak their interest? Or does something raise more questions? That’s why
Learn more about Talage including what we believe, why we do what we do, who has invested in us, and who’s talking about us We empower agents by helping them harness the power of Talage tools and digital distribution to help them grow and manage their business. We exist to innova
Total CSR was founded by two brothers, Justin and Jordan Goodman, who also own and operate a 3rd generation insurance agency. After their many years of experience working with new hire onboarding and training, they saw that the existing systems were inadequate and wasted time. So
Empowering independent agents and shoppers in a digital insurance world. TrustedChoice.com was created for both independent insurance agents and shoppers to connect with exactly what they need, insurance solutions. As the leading digital insurance marketing platform, the TrustedC
Twilio powers personalized interactions and trusted global communications to connect you with customers.
The key to staying ahead is investing in the right approach and tools to position your agency for success—now and in the future. A modern, intuitive client digital experience is key to providing the anytime, anywhere service clients expect. Manage your business with integrated so
We are the first e-Signature Sales Cloud. We are a group of entrepreneurs that recognized a need in the e-signature space to mash up the sales process with signature collections. We are on a mission to help improve our users workflow by helping teams collect signatures and paymen
Our teams have extensive insurance expertise and are dedicated to client service. Xanatek was founded by Brent Sheppard—a former insurance agent—who realized there was an opportunity for agents to get more value out of their management systems. Brent saw an opportunity to create
Improve your productivity automatically. Use Zapier to get your apps working together.
Zipwhip was the first company to enable texting on existing business phone numbers, and today is the world’s leading business-texting software and API provider. More than 35,000 companies use Zipwhip to increase customer engagement and drive growth through texting on their existi
Zywave leads the insurance tech industry, fueling business growth for our partners with the most expansive portfolio of cloud-based sales management, client delivery, content and analytics solutions. By offering an all-on-one platform full of robust data and the most comprehensiv